The Beacon Group

Merrill Lynch Wealth Management
77 Broad Street
Red Bank, NJ 07701
(732) 530-3089
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Our team focuses on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. We work closely with clients to determine their needs so that we can craft customized financial strategies to help them pursue their goals.
The Beacon Group
Merrill Lynch Wealth Management
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
Charles Belluardo
Managing Director, Senior Financial Advisor
Forbes "Best-in-State Wealth Advisors", 2018
(Published on February 15, 2018. Rankings based on data as of June 30, 2017.)
Financial Times "401 Top Retirement Plan Advisers", 2019
(Published on October 10, 2019. Rankings based on data as of Dec 31, 2018.)
Show more recognition
About Us
Approach

Working with us means working with advisors truly dedicated to helping you pursue your goals. The approach is simple, transparent and supported by thoughtful investment guidance aligned to the goals that matter most to you.
The value of the relationship with you includes:

  • helping you make informed decisions
  • recognizing your life priorities and goals
  • understanding your investment style
  • helping you prioritize and pursue goals
  • being transparent by making possibilities, fees and risks clear
  • taking steps to help you preserve income during a life challenge
  • educating the younger generation about investments and the markets

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Meet Our Team
Charles Belluardo,

CFP®,CPFA™

Managing Director, Senior Financial Advisor
732.530.3075
Sabrina Wiesel-Crammer,

CPFA™

First Vice President, Senior Financial Advisor
732.530.3089
John Lembeck,

CKP®,CPFA™

Managing Director, Senior Financial Advisor
732.530.3059
John Amirante,

CAP®,CFP®,CIMA®,CPFA™

Vice President, Senior Financial Advisor
732.530.3118
Chris G Murphy,

CFP®,CPFA™

Assistant Vice President, Wealth Management Advisor
732.530.3040
Danielle F. D'Angiolillo,

CFP®

Assistant Vice President, Wealth Management Specialist
732.530.3116
Joyce Bryant
Assistant Vice President, Wealth Management Associate
732.530.3077
Jenna L Paynton
Officer, Wealth Management Client Associate
732.530.3110
Jessica Ging
Wealth Management Client Associate
732.530.3027
Zachary Green
Registered Wealth Management Client Associate
732.530.3078
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Elizabeth Kubeck
Wealth Management Lending Officer
NMLS #486013
Allison Baldino
Wealth Management Banking Specialist
Lisa Rainforth
Wealth Strategies Advisor
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
CAP® and Chartered Advisor in Philanthropy® are the property of The American College, which reserves the sole rights to its use, and are used by permission.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.